A complete list of active advisors currently associated with Concorde Investment Management
Warmer can help you find a great advisor at Concorde Investment Management or one who fits your needs even better.
Concorde Investment Management is a registered investment adviser that manages roughly $376 million on behalf of about 125 clients through a small advisory team. It serves individuals (including high‑net‑worth clients) and a variety of legal entities — trusts, estates, corporations, limited partnerships and investment companies — offering portfolio management and financial planning on both discretionary and non‑discretionary bases. The firm employs a value‑and‑income investment approach, using fundamental analysis to build diversified portfolios across industries and capitalizations with a typical holding period of two to four years and relatively low turnover. Concorde manages individual separately managed accounts, advises a no‑load mutual fund used by some advisory clients, and provides consulting and business advice related to private pooled vehicles managed by affiliated entities. A distinctive aspect of Concorde is that, despite its small adviser headcount, it is involved with investment company and private fund activities that are uncommon among similarly supported firms: it serves as investment adviser to a registered mutual fund, consults for private funds sponsored by affiliated firms, and is connected to fund‑sponsoring and syndication activities. The firm discloses these affiliations and has written allocation procedures, a Code of Ethics, and CCO oversight to address potential conflicts when recommending or allocating investments among client accounts and affiliated funds.
To learn more about the advisors currently working at Concorde Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Concorde Investment Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Dallas, TX
| 2
| |
Dallas, TX
| 22
| |
Dallas, TX
| 34
| |
Dallas, TX
| 12
|
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